Jetpack Workflow

Task and practice management for CPAs and accountants

About Jetpack Workflow

What if you could lead your business without falling behind? Jetpack Workflow is a cloud-based workflow management tool that helps firms standardize, track and automate their processes so they can complete more work and prevent tasks from falling through the cracks. Our software reduces the administrative work for accountants, bookkeepers and CPAs by helping them standardize firm procedures. Serving over 16K customers globally, we help firms of every size meet deadlines, track team progress, and grow your practice without worry.

Key benefits of Jetpack Workflow

  • Jobs can be created and duplicated, and users can set custom recurrences, add custom labels to jobs for searching and filtering, and track job details, statuses, and more.

  • Real-time capacity planning is available with the Plan feature, allowing firm owners to see budgeted time per week and team member and plan for the right resources at the right time.

  • Staff tracking tools give users insight into who is working on what, and which tasks are due today, this week, or overdue, with automated morning and evening email task digests.

  • Multiple documents, and multiple versions of the same document, can be uploaded to Jetpack Workflow, and documents can be attached to templates to add to all client jobs.

  • Time can be tracked from within each task or job, with users able to enter time manually or run the built-in time in the background.

  • Multiple staff members can be managed, with control over user permissions and staff billable amounts.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    Jobs Dashboard
    My Work Tab
    View 4 more
    Jetpack Workflow screenshot: Jetpack Workflow screenshot: Jobs Dashboard Jetpack Workflow screenshot: My Work Tab

    Features

    Total features of Jetpack Workflow: 33

    • Access Controls/Permissions
    • Activity Tracking
    • Alerts/Notifications
    • Approval Workflow
    • Assignment Management
    • Calendar Sync
    • Client Management
    • Collaboration Tools
    • Data Import/Export
    • Deadline Management
    • Document Management
    • Document Storage
    • Due Date Tracking
    • For CPA Firms
    • Job Management
    • Job Tracking
    • Labeling
    • Microsoft Outlook Integration
    • Multi-Currency
    • Project Management
    • Project Time Tracking
    • Recurring Tasks
    • Search/Filter
    • Staff Management
    • Status Tracking
    • Summary Reports
    • Tagging
    • Task Management
    • Task Progress Tracking
    • Time & Expense Tracking
    • Time Tracking
    • Timer
    • Workflow Management

    Alternatives

    Asana

    4,4
    #1 Alternative to Jetpack Workflow
    Asana is a work and project management solution for teams. You can organize everything—from company objectives to...

    Mavenlink

    4,2
    #2 Alternative to Jetpack Workflow
    Mavenlink is a modern software platform for agencies and professionals services organizations that helps automate...

    Scoro

    4,6
    #3 Alternative to Jetpack Workflow
    Scoro is an award-winning end-to-end work management solution which enables you to control your entire workflow in one...

    Ravetree

    4,4
    #4 Alternative to Jetpack Workflow
    Ravetree is an all-in-one work management solution for project-driven organizations and teams with tools for managing...

    Reviews

    Overall rating

    4,8 /5
    (44)
    Value for Money
    4,8/5
    Features
    4,6/5
    Ease of Use
    4,8/5
    Customer Support
    5/5

    Already have Jetpack Workflow?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 44
    Douglas M.
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    This package is extremely easy to use, which means that I do a better job of keeping it...

    Reviewed on 2017/10/31

    It quickly shows me which projects are due today, this week, and this month. I use it to track all...

    It quickly shows me which projects are due today, this week, and this month. I use it to track all my tax clients from gathering information to billing. It is very easy to set up the one-off jobs so that they don't get lost in the shuffle.

    Pros

    1. I like that jobs can be quickly created within the platform. It makes it easier to set up those "one-off" jobs like tax notices or whatever.

    2. I also like that you can set up a job from your email by forwarding the email to JetPack.

    3. The developers listen to the users and make appropriate changes to the platform. I have made a couple of suggestions, and both were incorporated into the program.

    Cons

    This is my fault. I don't always get my billing out timely, and I use JetPack to help remind me which jobs need to be billed by using a label. As a result, all of those jobs will show up under my "overdue" list. This can make it a bit cumbersome to find the real work that is overdue.

    Response from Jetpack Workflow

    Hi Douglas!

    Thank you for the kind words - we really enjoy working with your firm and appreciate the note!

    David

    Christine R.
    Overall rating
    • Industry: Accounting
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great Practice Management Software

    Reviewed on 2019/08/24

    Jetpack Workflow is a tremendous piece of software! They have been very responsive with any and...

    Jetpack Workflow is a tremendous piece of software! They have been very responsive with any and all our questions. We were able to quickly set the software up and train our staff. It is easy to use and the company has continued to follow up with us regularly to make sure we are happy with the product and to see if we have any questions. Their pricing is upfront and very affordable. No surprises! They also send us regular tips and tricks to get the most out of our software. It has been a great experience. Nice to see a company that does what it says and keeps its promises!!!

    Pros

    Jetpack allows us to keep on top of all our deadlines. The software is easy to use, easy to set up and customer service is top of the line!

    Cons

    I would like the ability to access Jetpack through an app on my cellphone, but that is a minor inconvenience.

    Response from Jetpack Workflow

    Hi Christine,

    Thanks for the kind words! We are so happy you're part of the Jetpack Workflow family and getting so much value from our software!

    Rob T.
    Overall rating
    • Industry: Financial Services
    • Company size: Self Employed
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 4.0 /10

    Keeps track of tasks but that's about it

    Reviewed on 2020/12/01

    Overall for a few hundred bucks it's probably worth it. I've outgrown the software and think they...

    Overall for a few hundred bucks it's probably worth it. I've outgrown the software and think they need to have a lot more features available.

    Pros

    Easy to use, helps to keep track of projects and allows you to take notes. Also keeps track of billing time

    Cons

    Just not robust enough. I kept asking them when they were going to have a mobile app or have new features and they haven't come out with any.

    Verified Reviewer
    Overall rating
    • Industry: Accounting
    • Company size: 1 001-5 000 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Jetpack Makes our Accounting Department's life easier

    Reviewed on 2020/03/23

    Jetpack allows us to get our time and billable hours invoices properly set up and organized so we...

    Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.

    Pros

    I was on the team that selected and implemented Jetpack. We have many clients that funnel finances into a central repository, so Jetpack was necessary to be able to quickly "copy and paste" numerous workflows together to make a seamless process. We use the time/tracker feature daily to integrate with our billable hours qualifications and calculations.

    Cons

    Some of the User Interface and interactions could be improved, but naturally comes pretty standard with back-end accounting frameworks. The features of the product are more important that the looks, fortunately.

    Response from Jetpack Workflow

    Thank you so much for taking the time to review Jetpack Workflow. Your feedback is important and I have shared it with our product team already!

    Genevieve D.
    Overall rating
    • Industry: Accounting
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Easy to use!! Never miss a deadline!

    Reviewed on 2018/04/30

    Pros

    One of the reasons I purchased the product was because I wanted to be able to break down each job by tasks (steps). I wasn't able to do that with the previous software I was using. We have step by step instructions on how to prepare and file remittances and how to do each of our bookkeeping clients files... I always know what my team is working on by reviewing the Dashboard each day. It's super easy to get around and use.

    Cons

    The only issue I have with this product is not seeing a period end date. Previous software we were using would show period end date as well as due date because they aren't always the same date. This is important for when we setup our fiscal year end jobs for each client. If the year-end is Nov 30th, it's not due Nov 30th. In our office we have to show the due date as 2 months after the actual year end for due date to be sent to the accountant. I would love to see each month who actually has a year end ending this month but it's not actually due until 2 months from now. End date and due date would be wonderful to see.

    That is my only complaint... that and it's getting more expensive each employee I add. That's one big bill to pay at the end of December all at once. I'd prefer either a monthly payment or to pay at a different time of year, not December.

    Showing 5 reviews of 44 Read all reviews

    Jetpack Workflow FAQs

    Below are some frequently asked questions for Jetpack Workflow.

    Jetpack Workflow offers the following pricing plans:

    • Starting from: US$36,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    14-day free trial, no credit card required. Contact Jetpack Workflow for full pricing information.

    We do not have any information about Jetpack Workflow features

    Jetpack Workflow has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500

    Jetpack Workflow supports the following languages:

    English

    Jetpack Workflow supports the following devices:

    Jetpack Workflow integrates with the following applications:

    Gmail, Google Calendar, Microsoft Outlook, Quickbooks Online, Zapier

    Jetpack Workflow offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

    Related categories

    See all software categories found for Jetpack Workflow.